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Founded in 2004 the Investor Education Collaborative was inspired by 16 years' experience of providing investor education – both at Institute for Private Investor events and during the Wharton Private Wealth Management program.  IEC supplies a talented facilitator and the curriculum tools for your firm to use with your clients in the form of case studies. We are delighted to count as educational partners several firms who are already using this new and revolutionary approach to investor education.


Feel free to contact us at
(212)693-1300 or for more information.


Overview of Case Study Library Overview of Case Study Library

Investor Education Collaborative, LLC
17 State Street
New York, NY 10004
(212) 693-1300


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A subsidiary of the Institute for Private Investors